Revenue segments as reported by the company.

Sales Cloud

Service Cloud

Marketing & Commerce Cloud

Salesforce Platform & Other

Professional Services & Other

Integration and Analytics

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Salesforce

Heroku is a cloud platform as a service supporting several programming languages that is used as a web application deployment model. Heroku, one of the first cloud platforms, has been in development since June 2007, when it supported only the Ruby programming language, but now supports Java, Node.js, Scala, Clojure, Python, PHP, and Go. For this reason, Heroku is said to be a polyglot platform as it lets the developer build, run and scale applications in a similar manner across all the languages.

Heroku

Quip is a collaborative productivity software suite for mobile and the Web. It allows groups of people to create and edit documents and spreadsheets as a group, typically for business purposes.

Quip

Demandware is a software technology company headquartered in Burlington, Massachusetts, providing a cloud-based e-commerce platform and related services for retailers and brand manufacturers around the world. In 2016, Demandware was acquired by Salesforce for $2.8B.

Demandware

Work.com (Formerly Rypple) is a social performance management platform that helps managers and employees improve work performance through continuous coaching, real-time feedback, and recognition. It is marketed as a solution for sales performance, customer service, marketing, and as a service that can be employed by human resource departments.

Work.com

Slack Technologies, Inc.—acquired by Salesforce ($CRM) for $27.7B in July 2021—is a messaging platform businesses. Per the terms of the deal, Slack shareholders received $26.79 in cash and 0.0776 shares of Salesforce for each share owned. See the $CRM stock page for updates on Slack as a subsidiary of Salesforce.
Slack was founded by Daniel Stewart Butterfield, Bradley J. Horowitz, Eric Costello, Callum James Henderson-Begg, and Serguei Mourachov in 2009 and is headquartered in San Francisco, CA.

Slack Technologies

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

CRM exceeds Q1 targets, focuses on AI innovation and profitability

CRM's Q1 earnings call highlighted its strong performance and focus on AI innovation, productivity, and profitability. While facing challenges in certain segments, the company is leveraging opportunities in AI strategy and generative AI to drive value for customers. The focus on profitability and long-term efficiency gains reflects the company's commitment to sustainable growth.

Salesforce reports strong Q2 results, raises fiscal '24 revenue guidance

Salesforce's Q2 performance reflects strong revenue growth, margin acceleration, and a focus on AI and data. The company is navigating challenges related to professional services headwinds and anticipated cash tax increases. Opportunities lie in multi-cloud expansion, international acceleration, and leveraging AI for growth.

Salesforce exceeds Q3 revenue expectations, focuses on AI and Data Cloud

Salesforce's Q3 earnings call showcased robust financial performance, driven by strong revenue growth and margin expansion. The company's strategic focus on AI, Data Cloud, and trust revolution positions it well for future growth, despite challenges from transactional business and potential optimizations in SaaS licenses. Overall, Salesforce is optimistic about the opportunities presented by new technologies and pricing changes.

Salesforce surpasses revenue targets, aims for 27% margin growth

Salesforce's Q4 performance exceeded expectations, driven by MuleSoft and Tableau success, aiming for a 27% non-GAAP operating margin in fiscal '24.
The company is committed to profitability, customer success, and transforming for growth, with a focus on efficiency and margin enhancement.
Challenges include economic headwinds, balancing profitability with growth, and operational execution of margin optimization initiatives.
Opportunities include achieving margin targets, share repurchase plans, and leveraging mentorship for further growth and efficiency.

Salesforce exceeds margin targets, focuses on generative AI growth

Salesforce delivered strong Q1 results, exceeding margin targets and showcasing revenue growth, with a focus on generative AI and customer-centric strategies.
Challenges in professional services and certain sectors were noted, while opportunities lie in AI investments, customer productivity enhancements, and data protection.
The company's long-term strategies align with generative AI advancements, aiming to drive profitability improvements and efficiency gains through innovative approaches.
Despite regional revenue variations, Salesforce remains focused on driving sales productivity, upmarket sales, and transformative AI solutions for future growth and success.

Salesforce reports robust Q2 earnings, focuses on AI transformation

Salesforce's Q2 performance reflects strong financial results, margin growth, and strategic focus on AI and customer success. While facing challenges from restructuring and cash taxes, the company's disciplined approach and market leadership position it well for future growth and innovation.

Salesforce excels in Q3 with strong growth and margin expansion

Salesforce's Q3 performance showcased strong growth, margin expansion, and operational excellence, driven by successful initiatives and strategic investments. While facing challenges in transactional business and pricing changes, the company is well-positioned to capitalize on opportunities in AI, Data Cloud, and customer value.

Salesforce reports stellar Q4 performance, eyes AI transformation opportunities

Salesforce's Q4 2024 earnings call showcased robust financial performance, strong international growth, and a focus on AI innovation and customer value.
Challenges include optimizing professional services revenue, navigating pricing changes, and ensuring smooth AI adoption for sustained growth.
Opportunities lie in leveraging Data Cloud and AI demand, guiding industry AI transformation, and expanding revenue streams through product integration and market reach.
Overall, Salesforce's strategic focus on profitable growth, customer-centric innovation, and financial stability positions the company for continued success in FY '25.

Salesforce reports solid Q1 growth, focuses on AI and data

Salesforce's Q1 performance showed revenue growth and margin improvement, with strong international expansion.
Data Cloud business and strategic partnerships are driving growth, while challenges include deal cycles and economic impacts.
Opportunities lie in AI transformation, customer automation, and diverse pricing models to enhance competitiveness.
Overall, Salesforce's focus on innovation and customer-centric solutions positions it well for future growth and success.

Salesforce reports strong Q2 results, eyes growth with Agentforce

Salesforce's Q2 performance reflects solid revenue growth and product innovation with Agentforce. Financial outlook for fiscal year '25 is positive, with raised margin and cash flow guidance. Challenges include achieving double-digit growth and managing the CFO transition, while opportunities lie in AI, innovation, and customer success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Salesforce has tripled its revenue over the last 5 years and projects revenue to double again from 2021 levels by 2026. Salesforce operates in a strong growth market as the largest player in CRM, as the CRM industry is projected to grow at a 11% CAGR until 2027.

Salesforce: Buy Cautiously

For the seventh time in a row, MuleSoft was recognized as a Leader based on Completeness of Vision and Ability to Execute SAN FRANCISCO , Nov. 17, 2022 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced that Gartner® has recognized MuleSoft as a Leader in the 2022 Gartner Magic Quadrant for Full Life Cycle API Management . This is the seventh time in a row that MuleSoft has earned this recognition.

MuleSoft Recognized as a Leader in Gartner Magic Quadrant™ for Full Life Cycle API Management

Shares of Salesforce Inc. CRM, -3.28% sank 3.3% in morning trading, enough to pace the Dow Jones Industrial Average's DJIA, -0.48% losers, after Monness Crespi Hardt analyst Jim Chartier said he was "stepping to the sidelines" amid concerns the worst is yet to come. Chartier cut is rating to neutral from buy, following the "generous" rally over the past week.

Salesforce stock sinks to lead the Dow's losers after analyst sees 'darkest days' ahead

This earnings iron condor trade on CRM stock has the potential to return 28% if the stock stays within the expected range. The post Option Trade Banks On Salesforce Not Going Wild On Earnings appeared first on Investor's Business Daily.

Option Trade Banks On Salesforce Not Going Wild On Earnings

Lyft

Meta, Lyft, Salesforce and Other Tech Firms Dump Office Space as They Downsize

We are hold-rated on Salesforce. We believe Salesforce is well-positioned to grow in the long run, but expect macroeconomic headwinds to pressure the stock in the near term. We expect Salesforce to face pressure as customers figure out their spending expectations under current macroeconomic headwinds.

Salesforce: Enterprise Spending Forecasts Unclear, Hold

SAN FRANCISCO--( BUSINESS WIRE )--Salesforce (NYSE: CRM), the global leader in CRM, today announced that its third quarter fiscal year 2023 results will be released on Wednesday, Nov. 30, 2022, after the close of the market. The company will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) to discuss its financial results with the investment community. A live webcast and replay of the event will be available on the Salesforce Investor Relations website at www.salesforce.com/investor.

Salesforce Announces Timing of its Third Quarter Fiscal 2023 Results Conference Call

Alphabet

Microsoft

Investors are still searching for a bottom in the stock market. We don't know if it's already in or if more pain is coming.

3 Stocks to Buy Right Now Before the Market Bottoms

Coinbase

Opendoor

Redfin

Snap

Layoffs have been a big topic among traders this year as several companies have been cutting jobs. All of this comes as a recession causes problems for the economy.

Layoffs 2022: 9 Companies That Have Cut Jobs So Far This Year

Amid a rough session for the major equity indices, Salesforce (NYSE: CRM ) brought no relief, declining more than 3% on Wednesday. Investors digested yesterday's announcement that the cloud-based software company cut hundreds of workers from its sales team.

Salesforce (CRM) Stock Falls on Sales Team Layoffs

Datadog

ServiceNow

Qualtrics International

Fascination in technology stocks is not a new phenomenon by any means. While the recent massive meltdowns of some of the highest profile companies have changed many investors' ideas about the sector, like all market hiccups, this too shall end.

Goldman Sachs Has 5 Conviction List Tech Stocks to Buy Now After Massive Tech Wreck

Earlier this year, the cloud software provider slowed hiring and put a hold on recruiting for some open roles, Insider reported.

Salesforce is planning to slash as many as 2,500 jobs, according to a report

Salesforce laid off hundreds of people this week as the onslaught of tech cutbacks continued unabated. The company would not share an exact number, but said it was less than a thousand, and the people involved were informed yesterday, according to a person close to the company.

Salesforce confirms it has laid off hundreds of employees

Deal cycles have been lengthening as top executives weigh in to be more careful about spending, Salesforce co-CEO Marc Benioff said in August.

Salesforce cut hundreds of employees on Monday

Okta

Twilio

Cloud-software stocks continued to sell off Monday, following one of the space's worst weeks ever, although not as fast as Friday selloff as a few beaten-up stocks received upgrades and giants like Salesforce Inc. bounced back from their worst day in years.

Why Okta, Twilio and Salesforce are bucking the trend of cloud-software stocks' slide

SAN FRANCISCO , Nov. 7, 2022 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced that companies across industries and regions are seeing, on average, an estimated 25%* savings on IT costs and a 26%* increase in employee productivity using Salesforce, according to a survey of more than 3,500 customers. Digital transformation is critical to navigating the growing economic turbulence we are experiencing today.

New Research Shows Companies Globally Report an Average of 25% IT Cost Savings with Salesforce

CrowdStrike

Fortinet

MongoDB

Cloudflare

Palo Alto Networks

First Trust Cloud Computing ETF

Snowflake

Atlassian

WisdomTree Cloud Computing Fund

Workday

The lining in cloud-software stocks Friday was blood red instead of silver.

The cloudburst is upon us: Cloud-software stocks suffering worst declines on record

As both CEO and CFO have been selling off large amounts of Salesforce stock recently, it has boosted shorting volume against the total volume traded. Technical analysis shows Salesforce stock may be primed for market entries with up-trending potential.

Salesforce Could Be A Strong Buy Despite CEO Selling Stock

Adobe

Are these the best software stocks to buy this month?

3 Software Stocks To Watch In November 2022

Investors reacted to the latest Fed rate hike.

Why Salesforce, Snowflake, and CrowdStrike All Cratered on Wednesday

HubSpot

nCino, Inc.

Macquarie launches coverage of enterprise software companies—among its picks, ServiceNow and Salesforce.

Why One Firm Thinks It Might Be Time to Start Buying Software Stocks

DoubleVerify Holdings

iShares North American Tech-Software ETF

Paycom Software

Paylocity Hlds

Software growth stocks are still looking for a catalyst as the sector lags the S&P 500. Guidance for 2023 will be key for software stocks.

Software Growth Stocks: How 2023 Guidance Plays Out Will Be Key

Rising corporate spending on digital transformation projects has boosted CRM stock. With the Slack deal closed, merger synergies will be key.

Is Salesforce Stock A Buy Or Sell As Activist Investor Takes Stake?

Abbott Labs

Accenture Plc

Amazon

Mastercard

Visa

Stan C. Moss is CEO at the investment management firm Polen Capital, one of the largest hedge funds based on assets under management.

News for Salesforce Stock (CRM)